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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,891 | $202,345-82.8% | $172,755-79.8% | $152,885-77.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.09% | 1029.77%-1030.9pp | 802.94%-804.0pp | 345.39%-346.5pp |
| Employer contribution / active EE | $13,320 | $5,858+127.4% | $5,144+158.9% | $4,763+179.7% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $487,385 | $17,111+2748.4% | $13,955+3392.6% | $11,598+4102.3% |